Course Outline
Introduction to Tableau Desktop
Tableau Desktop Overview
- What is Tableau?
- Key features and benefits
- Navigating the Tableau interface
Principles of Data Visualization
- The importance of visual data representation
- Best practices for effective visualization
Data Connection Types
- Connecting to Excel, CSV, and text files
- Connecting to databases (SQL Server, Oracle, etc.)
- Connecting to cloud-based data sources (Google Sheets, AWS, etc.)
Managing Data Connections
- Differences between live and extract connections
- Data connection settings and management
Understanding Data Types and Structure
- Dimensions and measures
- Discrete versus continuous fields
Data Preparation Techniques
- Cleaning and shaping data within Tableau
- Renaming, splitting, and merging fields
Utilizing Tableau’s Data Interpreter
- Automatic data cleaning
- Handling null values and missing data
Joining and Blending Data
- Inner joins, left joins, right joins, and full joins
- Blending data from various sources
Creating and Formatting Tables
- Simple tabular views
- Formatting rows, columns, and cells
Creating Graphs and Charts
- Bar charts, line charts, and pie charts
- Dual-axis charts and combination charts
Creating Filters
- Applying filters for dimensions and measures
- Interactive filters in dashboards
Creating Maps
- Geographic mapping
- Plotting data on maps using latitude/longitude
- Creating filled maps
Working with Hierarchies and Groups
- Building hierarchies for drill-down capabilities
- Grouping data for enhanced analysis
Using Sets
- Static and dynamic sets
- Applying sets in filters and calculations
Creating Calculated Fields
- Basic formulas and functions
- Logical functions (IF, CASE, etc.)
- String and date functions
Using Parameters
- Introduction to parameters
- Creating and using parameters for dynamic visualizations
- Parameters in filters and calculated fields
Building Dashboards
- Creating a basic dashboard
- Adding interactive filters and actions
- Formatting dashboards for presentation
Storytelling with Tableau
- Using story points to convey a narrative
- Combining visualizations for impactful storytelling
Exporting and Sharing Workbooks
- Exporting to PDF, PowerPoint, and images
- Sharing workbooks via Tableau Public
Publishing to Tableau Server
- Introduction to Tableau Server
- Publishing dashboards for collaborative use
Summary and Next Steps
Requirements
- Foundational knowledge of data concepts such as databases, spreadsheets, and CSV files.
- Proficiency in basic computer operations.
Target Audience
- Data analysts
- Managers
Testimonials (2)
The joyful atmosphere, the openness of the knowledgeable trainer who offered us a lot of tips and tricks.
Ionut - MOLSONCOORS GLOBAL BUSINESS SERVICES SRL
Course - From Tableau Beginners to Advanced User
No pressure on the attendance